Skip to main content

E-Mail-Anhänge können in einem Dokumentenpaket abgelegt werden, das mit einem Datensatz (Adresse, Veranstaltung, TerminM etc.) verknüpft ist.

Place the attachment in an existing document package:

  1. Open the email with a double click. It is not possible to file attachments from the preview.
  2. In the small editing window at the top right, mark the desired documents by left-clicking and holding down the Shift key.
  3. In the horizontal toolbar of the small  window, click on Dokumentenablageaufklappen v2 File in document package.
  4. Select suche Search Document Package.
  5. In the search window, select in one or more storage locations.
  6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.

Create a new document package with a link to a record:

  1. Link the email to one of the available data records via Mail ablegen File in the horizontal toolbar.
    E.g.: address, event, date
  2. When asked, open the email and go to the tab Anhang attachments.
  3. In the small editing window at the top right, mark the desired documents by left-clicking and holding down the Shift key.
  4. In the horizontal toolbar of the small  window, click on Dokumentenablageaufklappen v2 File in document package.
  5. The first option offered is to store the linked address (event, appointment) via neu New creation .
  6. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.